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Tata Large & Mid Cap Fund vs Kotak Equity Opportunities Fund compare

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tortoise-icon Kotak Large & Midcap Fund - Growth

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tortoise-icon Tata Large & Mid Cap Fund- Regular Plan - Growth Option

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name Kotak Large & Midcap Fund - Growth Tata Large & Mid Cap Fund- Regular Plan - Growth Option
Fund Kotak Large & Midcap Fund - Growth Tata Large & Mid Cap Fund- Regular Plan - Growth Option
Investment Plan Growth Growth
Level of Risk Average Very High
Asset Size (Cr) ₹28294 Cr ₹8887 Cr
Min Investment ₹100 ₹5000
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹100 ₹1000
Launch Date 09 Sep 2004 31 Mar 2003
Category Large and Mid Cap Large and Mid Cap
Fund Type Open Ended Open Ended
Benchmark NIFTY Large Midcap 250 TRI NIFTY Large Midcap 250 TRI
Turn Over 14.92% 10.69%
Expense Ratio 1.61 1.77
Manager Harsha Upadhyaya Chandraprakash Padiyar
ISIN Code INF174K01187 INF277K01428
Exits Load Kotak Equity Opportunities Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 Tata Large & Mid Cap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name Kotak Large & Midcap Fund - Growth Tata Large & Mid Cap Fund- Regular Plan - Growth Option
1 Month -1.2% -0.77%
6 Month 9.92% 9.84%
1 Year -0.58% -1.32%
3 Year 20.06% 17.46%
5 Year 23.02% 21.1%

SIP Return Analysis

Scheme Name Kotak Large & Midcap Fund - Growth Tata Large & Mid Cap Fund- Regular Plan - Growth Option
6 Month 6.69% 6.15%
1 Year 8.45% 7.56%
3 Year 18.68% 14.76%
5 Year 19.17% 16.47%

Rolling Lumpsum Returns

Scheme Name Kotak Large & Midcap Fund - Growth Tata Large & Mid Cap Fund- Regular Plan - Growth Option
1 Year 16.44% 16.28%
3 Year 15.54% 15.14%
5 Year 15.02% 14.41%

Risk Management

Scheme Name Kotak Large & Midcap Fund - Growth Tata Large & Mid Cap Fund- Regular Plan - Growth Option
Standard Deviation 13.65% 11.3%
Sharp 1.21% 1.1%
Beta 0.93% 0.88%
Alpha 3.99% -1.43%

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Fund Managers

Scheme Name Kotak Large & Midcap Fund - Growth Tata Large & Mid Cap Fund- Regular Plan - Growth Option
Name Harsha Upadhyaya Chandraprakash Padiyar
Total AUM ₹139411 Cr ₹15627 Cr
Funds Managed 11 3
Kotak Large & Midcap Fund - Growth Tata Large & Mid Cap Fund- Regular Plan - Growth Option

Market Cap

Scheme Name

Kotak Large & Midcap Fund - Growth

Tata Large & Mid Cap Fund- Regular Plan - Growth Option

Others 4.82 7.95
Large Cap 52.49 43.36
Mid Cap 37.42 35.61
Small Cap 5.28 13.08

Sector Allocation

Scheme Name

Kotak Large & Midcap Fund - Growth

Tata Large & Mid Cap Fund- Regular Plan - Growth Option

Others 1.25 6.37
Communication Services 3.18 5.73
Energy 5.97 4.73
Financial Services 24.69 33.55
Technology 8.83 2.63
Consumer Cyclical 12.27 6.34
Basic Materials 10.99 13.9
Industrials 17.45 9.83
Consumer Defensive 1.59 5.23
Healthcare 7.28 7.53
Real Estate 1.08 2.04
Utilities 5.41 2.11

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